Purchase Orders

The data model captures purchase order financial metrics including the outstanding amount yet to be paid, original order values, and funds received to date, both in the local and reporting currency. Various views offer insight into vendor-specific purchase orders, detailed order listings, amount breakdown by periods and years, aiding in financial analysis and trend identification.

Benefits of This Data Model

• Enhanced Vendor Performance: The data model allows for the assessment of vendor performance by providing insights into total purchase orders made with each vendor through the Purchase Orders by Vendors view.

• Detailed Order Analysis: Users can conduct detailed order analysis using the Purchase Order Listing view, which includes information on items, quantities, and prices for each purchase order.

• Periodic Purchase Order Breakdown: The model facilitates the breakdown of purchase order amounts by different time periods for analysis, helping in budgeting and financial planning through the Purchase Order Amount by Period view.

• Yearly Trend Identification: By leveraging the Purchase Order by Year view, stakeholders can analyze aggregated purchase orders grouped by year, enabling trend identification and strategic decision-making for future planning.

• Currency Insights: Gain a comprehensive understanding of the financial metrics in both local and reporting currency, including outstanding amount, original order values, and funds received to date, aiding in financial analysis and reporting accuracy.

Key Performance Indicators (KPIs)

• Purchase Order Amount Outstanding: Represents the total amount yet to be paid for all open purchase orders.
• Purchase Order Original Amount: Indicates the initial total amount specified in the purchase orders.
• Purchase Order Received To Date: Shows the cumulative amount of funds received for all completed purchase orders.
• Reporting Currency Amount Outstanding: Displays the outstanding amount in the reporting currency for open purchase orders.
• Reporting Currency Original Amount: Reflects the initial total amount specified in the purchase orders converted to the reporting currency.
• Reporting Currency Received To Date: Illustrates the total amount received for all completed purchase orders converted to the reporting currency.

Available Visualizations

View Name	Description
Purchase Orders by Vendors	View showing total purchase orders made with each vendor.
Purchase Order Listing	List of all purchase orders with details such as items, quantities, and prices.
Purchase Order Amount by Period (Selection)	Displays purchase order amount based on selected time periods.
Purchase Order by Year	Aggregated view of purchase orders grouped by year for trend analysis.
Purchase Order Amount by Period	Breakdown of purchase order amounts by different time periods for analysis.